JNJ · Healthcare
JOHNSON & JOHNSON
Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window
News · 2026-09-23
- Market Demand TrendsImportance 42 · Surprise 64The global minimally invasive robotic surgical system market is projected to expand from $8.9 billion in 2025 to $18.15 billion by 2030, implying growth of more than 10%. Adoption is being supported by demand for…
- Product / Drug Pipeline ProgressImportance 31 · Surprise 42Johnson & Johnson reported new Phase 3 MajesTEC-3 analyses for TECVAYLI plus DARZALEX FASPRO in relapsed or refractory multiple myeloma patients who had received one to three prior lines of therapy. Modeling estimated…
News · 2026-09-22
- DePuy Synthes DivestitureImportance 58 · Surprise 42Johnson & Johnson is reportedly considering selling its DePuy Synthes orthopedics unit to Apollo Global Management for approximately $20 billion. The potential divestiture follows J&J’s 2023 Kenvue spinoff and would…
- Caplyta Bipolar Mania TrialImportance 58 · Surprise 42Johnson & Johnson’s Caplyta reportedly produced positive Phase III results in bipolar mania, including a statistically significant reduction in the Young Mania Rating Scale total score. UBS raised its price target to…
- Oncology Product GrowthImportance 20 · Surprise 24Investor confidence in J&J’s pharmaceutical growth is being supported by strong demand for TREMFYA and DARZALEX. These products are helping offset declining STELARA sales as the immunology drug faces portfolio and…
News · 2026-09-21
- Portfolio Reshaping (M&A / Divestiture)Importance 71 · Surprise 60Johnson & Johnson announced plans in late 2025 to spin off its orthopedics business. In early 2026, the company was reportedly in discussions with private-equity firms about selling the unit. The potential transaction…
- Orthopaedics SeparationImportance 71 · Surprise 60Johnson & Johnson announced plans in late 2025 to spin off its orthopedics business. In early 2026, the company was reported to be discussing a potential sale with private-equity firms. The reported potential…
- Caplyta Bipolar Mania TrialImportance 34 · Surprise 42Johnson & Johnson reported that Caplyta (lumateperone) met the primary endpoint in a Phase 3 study of adults with bipolar I disorder experiencing manic episodes. The trial showed significantly reduced manic symptoms…
- Product / Drug Pipeline ProgressImportance 34 · Surprise 42Johnson & Johnson’s Caplyta (lumateperone) met the primary endpoint in a Phase 3 study for adults with manic episodes associated with bipolar I disorder. The trial showed significant reductions in manic symptoms versus…
- Neuropsychiatry Pipeline ProgressImportance 34 · Surprise 42Johnson & Johnson reported that Caplyta met the primary endpoint in a late-stage study for adults with manic episodes associated with bipolar I disorder. The study showed significant symptom reduction versus placebo,…
- Licensing / Collaboration DealsImportance 31 · Surprise 42Johnson & Johnson Taiwan and National Taiwan University Hospital signed a memorandum of understanding to expand clinical research and drug-development activity in Taiwan. The collaboration covers cancer,…
- Headcount / RestructuringImportance 28 · Surprise 42Johnson & Johnson Services Inc. announced 87 layoffs at its New Brunswick, New Jersey, office. The job cuts are scheduled for December 18, 2026, and follow an earlier parent-company layoff announcement in May. The…
- Competition and Market PositionImportance 17 · Surprise 24Compass Pathways is preparing to launch COMP360, a psychedelic depression therapy, using interventional psychiatry clinic capacity that was substantially developed during Johnson & Johnson’s Spravato launch. Compass…
News · 2026-09-18
- Product Liability LawsuitImportance 31 · Surprise 42A Philadelphia jury found Kenvue, formerly Johnson & Johnson Consumer Inc., not liable in lawsuits alleging that its aerosol sunscreen caused cancer deaths. The lawsuits were brought by the estates of two women who…
News · 2026-09-17
- Guidance and OutlookImportance 46 · Surprise 42CFO Joe Wolk said Johnson & Johnson sees a path to growth above its previously stated 5% to 7% long-term range. He attributed the potential acceleration to the pharmaceutical pipeline, the medical technology portfolio,…
- Portfolio Reshaping (M&A / Divestiture)Importance 37 · Surprise 42Johnson & Johnson sold the assets of its Laminar left atrial appendage-closure technology to Jaguar LAA, a newly formed private company. The transaction indicates J&J is exiting the LAA-closure market after suspending…
News · 2026-09-16
- Acquisition / Partnership / DivestitureImportance 34 · Surprise 42Johnson & Johnson is selling the assets of Laminar, a company it acquired in November 2023 for its left atrial appendage closure device. The divestiture follows suspension of Laminar’s pivotal trial because of safety…
- Portfolio Reshaping (M&A / Divestiture)Importance 34 · Surprise 42Johnson & Johnson is selling the assets of Laminar, a company it acquired in November 2023 for its left atrial appendage closure device. The divestiture follows suspension of Laminar’s pivotal trial because of safety…
- Oncology Pipeline ProgressImportance 23 · Surprise 24Johnson & Johnson reported positive clinical-trial results for RYBREVANT-based regimens in EGFR-mutated non-small cell lung cancer. The Phase 2b COPERNICUS study showed improved tolerability, while the Phase 3 PAPILLON…
News · 2026-09-15
- Portfolio Reshaping (M&A / Divestiture)Importance 58 · Surprise 42Apollo Global Management is reportedly in talks to acquire Johnson & Johnson’s DePuy Synthes orthopedics business for nearly $20 billion. A transaction would accelerate J&J’s shift toward higher-growth businesses and…
- Product / Drug Pipeline ProgressImportance 31 · Surprise 42Johnson & Johnson’s partnered depression candidate JNJ-5120/PIPE-307 failed to meet the primary efficacy endpoint in the Phase 2 MOONLIGHT-1 trial for major depressive disorder. The setback follows an earlier failure…
- Neuropsychiatry Pipeline ProgressImportance 31 · Surprise 42Johnson & Johnson’s partnered depression candidate JNJ-5120/PIPE-307 failed to meet the primary efficacy endpoint in the Phase 2 MOONLIGHT-1 trial for major depressive disorder. The setback follows an earlier failure…
- Oncology Pipeline ProgressImportance 23 · Surprise 24Johnson & Johnson-partnered JNJ-1900, Nanobiotix’s NBTXR3 radio-enhancer, reported full-cohort Phase 1 results in patients with inoperable, recurrent non-small cell lung cancer. The study reported no dose-limiting…
News · 2026-09-14
- DePuy Synthes DivestitureImportance 58 · Surprise 42Johnson & Johnson is reportedly in non-binding discussions to sell its DePuy Synthes orthopedics business to Apollo Global Management for approximately $20 billion. DePuy Synthes generated $9.3 billion in sales in 2025…
- Portfolio Reshaping (M&A / Divestiture)Importance 58 · Surprise 42Johnson & Johnson is reportedly in non-binding talks to sell its DePuy Synthes orthopedics business to Apollo Global Management for approximately $20 billion. DePuy Synthes generated $9.3 billion in 2025 sales and…
- Guidance and OutlookImportance 44 · Surprise 58J&J executives said the company remains on track to deliver double-digit growth through the end of the decade. Management expects its medicines portfolio, medical devices and pipeline programs to offset biosimilar…
- 340B Claims-Data RequirementImportance 37 · Surprise 42Johnson & Johnson now requires hospitals and clinics to submit claims data for each drug dispensed under the federal 340B program to receive applicable discounts. The policy became effective September 14, 2026, and is…
- Nipocalimab Development ProgramImportance 31 · Surprise 42An experimental depression drug developed by Contineum Therapeutics with Johnson & Johnson failed to meet the primary efficacy endpoint in the Phase 2 MOONLIGHT-1 study. The trial measured change from baseline in the…
- Neuropsychiatry Pipeline ProgressImportance 31 · Surprise 42Contineum Therapeutics reported that the MOONLIGHT-1 Phase 2 trial of JNJ-5120/PIPE-307 in major depressive disorder failed to achieve its primary efficacy endpoint. The study evaluated improvement from baseline in the…
- Oncology Pipeline ProgressImportance 23 · Surprise 24Nanobiotix reported complete Phase 1 results for JNJ-1900 (NBTXR3) in 24 patients with inoperable, recurrent non-small cell lung cancer. All patients completed treatment without dose-limiting toxicities, and no Grade 3…
- RYBREVANT Head And Neck ExpansionImportance 23 · Surprise 24Johnson & Johnson reported Phase 2b COPERNICUS findings for subcutaneous RYBREVANT FASPRO plus LAZCLUZE in previously untreated advanced non-small cell lung cancer with common EGFR mutations. Prophylactic strategies…
- RYBREVANT Label ExpansionImportance 23 · Surprise 24Johnson & Johnson reported Phase 2b COPERNICUS findings for subcutaneous RYBREVANT FASPRO plus LAZCLUZE in previously untreated advanced EGFR-mutated non-small cell lung cancer. The regimen used less frequent dosing…
- Rybrevant Competitive PressureImportance 17 · Surprise 24Third-party reporting indicated that Johnson & Johnson expects its portfolio and pipeline to support growth despite biosimilar competition for STELARA. The reported competitive pressure is concentrated on STELARA,…
News · 2026-09-13
- RYBR立VANT Head And Neck ExpansionImportance 34 · Surprise 42Johnson & Johnson reported final overall-survival results from the Phase 3 PAPILLON study of first-line intravenous RYBREVANT plus carboplatin-pemetrexed in advanced NSCLC with EGFR exon 20 insertion mutations. The…
- RYBREVANT Head And Neck ExpansionImportance 34 · Surprise 42Johnson & Johnson reported final overall-survival results from the Phase 3 PAPILLON study of intravenous RYBREVANT (amivantamab-vmjw) plus carboplatin-pemetrexed in first-line advanced non-small cell lung cancer. The…
- Oncology Pipeline ProgressImportance 34 · Surprise 42Johnson & Johnson reported final overall-survival results from the Phase 3 PAPILLON study of first-line intravenous RYBREVANT (amivantamab-vmjw) plus carboplatin-pemetrexed chemotherapy in advanced non-small-cell lung…
News · 2026-09-12
- DePuy Synthes DivestitureImportance 58 · Surprise 42Johnson & Johnson is reportedly in discussions to sell its DePuy Synthes hips-and-knees orthopedics business to Apollo Global Management. The potential transaction is valued at approximately $20 billion, materially…
News · 2026-09-11
- Orthopaedics SeparationImportance 64 · Surprise 42Apollo Global Management is reportedly discussing a potential acquisition of Johnson & Johnson’s DePuy Synthes orthopedics unit for approximately $20 billion. DePuy Synthes generated $9.3 billion in revenue during…
- Portfolio Reshaping (M&A / Divestiture)Importance 64 · Surprise 42Apollo Global Management is reportedly discussing the acquisition of Johnson & Johnson’s DePuy Synthes orthopedics unit. The potential transaction could be worth approximately $20 billion. DePuy Synthes generated $9.3…
- Product Launch and TransitionImportance 34 · Surprise 42Johnson & Johnson received CE Mark approval for the ACUVUE OASYS MAX 2-Week reusable contact lens. The product incorporates MAX technologies, including the OptiBlue Light Filter and TearStable Technology, targeting…
- Regulatory Approval MilestonesImportance 31 · Surprise 42Johnson & Johnson received CE Mark approval for the ACUVUE OASYS MAX 2-Week reusable contact lens in Europe. The product incorporates OptiBlue Light Filter and TearStable Technology. A phased European launch is…
News · 2026-09-10
- Product Launch and TransitionImportance 34 · Surprise 42Johnson & Johnson received CE Marking for the ACUVUE OASYS MAX 2-Week reusable contact lens in Europe. The lens uses proprietary MAX technologies, including OptiBlue Light Filter and TearStable Technology, and expands…
- Regulatory Approval MilestonesImportance 34 · Surprise 42Johnson & Johnson received CE Marking in Ireland for the ACUVUE OASYS MAX 2-Week reusable contact lens. The lens includes proprietary MAX technologies, including OptiBlue Light Filter and TearStable Technology. The…
News · 2026-09-09
- Guidance and OutlookImportance 41 · Surprise 32Johnson & Johnson’s MedTech chairman said the company remains confident in delivering growth at the high end of its previously stated 5% to 7% operational market-growth range. The outlook applies to the 2022–2027…
- MedTech Product And Procedure TrendsImportance 39 · Surprise 50Johnson & Johnson MedTech Chairman Tim Schmid said the company expects growth toward the high end of its previously stated 5%–7% operational market-growth range for 2022–2027. The portfolio is shifting toward…
News · 2026-09-08
- Guidance and OutlookImportance 74 · Surprise 68Third-party coverage reported that management is targeting accelerated growth in 2026 and beyond despite STELARA loss-of-exclusivity pressure, upcoming drug expirations, MedTech weakness, and talc litigation.…
- Neuropsychiatry Pipeline ProgressImportance 23 · Surprise 24Johnson & Johnson announced that 24 clinical-data and real-world-evidence abstracts from its neuropsychiatry portfolio will be presented at the Psych Congress Annual Meeting in New Orleans from September 15-19, 2026.…
News · 2026-09-07
- Guidance and OutlookImportance 74 · Surprise 68Third-party coverage reported that management is targeting accelerated growth in 2026 and beyond despite STELARA loss-of-exclusivity pressure, upcoming drug expirations, MedTech weakness, and talc litigation.…
News · 2026-09-06
- Neuroscience Pipeline ProgressImportance 23 · Surprise 24Johnson & Johnson will present 24 abstracts at the 2026 Psych Congress Annual Meeting in New Orleans from September 15–19. The portfolio updates include pivotal Phase 3 CAPLYTA data in adults with bipolar mania, new…
News · 2026-09-04
- Guidance and OutlookImportance 74 · Surprise 68Third-party coverage reported that management is targeting accelerated growth in 2026 and beyond despite STELARA loss-of-exclusivity pressure, upcoming drug expirations, MedTech weakness, and talc litigation.…
- Myeloma Competition PressureImportance 26 · Surprise 24AbbVie reported positive Phase 3 results for etentamig, a dual-acting multiple myeloma drug, extending progression-free survival versus standard treatments. The therapy showed lower rates of serious immune responses,…
News · 2026-09-02
- Guidance and OutlookImportance 74 · Surprise 68Third-party coverage reported that management is targeting accelerated growth in 2026 and beyond despite STELARA loss-of-exclusivity pressure, upcoming drug expirations, MedTech weakness, and talc litigation.…
- Talc Litigation SettlementImportance 28 · Surprise 42A Louisiana jury found Johnson & Johnson liable in a talc-related mesothelioma case on September 2, 2026. The reported verdict was $1.2 million, below the $759 million revenue materiality threshold, but it adds to the…
News · 2026-09-01
- Talc Litigation SettlementImportance 64 · Surprise 42Johnson & Johnson’s former worldwide vice president of litigation helped lead the company’s defense strategy for mass-tort lawsuits. The reported talc settlement is valued at $5.5 billion, exceeding the materiality…
- DePuy Synthes DivestitureImportance 31 · Surprise 42Johnson & Johnson is expected to spin off DePuy Synthes in mid-2027. The planned separation could affect J&J’s dividend record by removing the orthopedic-device business from the company’s existing structure. The…
- Portfolio Reshaping (M&A / Divestiture)Importance 31 · Surprise 42Johnson & Johnson is planning a DePuy Synthes spinoff in mid-2027. Third-party reporting identifies the planned structural separation as a potential risk to the company’s dividend record. The transaction could…
News · 2026-08-28
- Impella Controller Safety RecallImportance 47 · Surprise 60Johnson & Johnson’s Abiomed business initiated a recall of Automated Impella Controllers after component failures were linked to three patient deaths and 37 serious injuries. The purge flag failure caused purge…
- Impella Product Safety RecallImportance 47 · Surprise 60J&J’s Abiomed business recalled Automated Impella Controllers after component failures were linked to three patient deaths and 37 serious injuries. The purge flag component failure caused purge cassette recognition…
- China Icotyde ApprovalImportance 38 · Surprise 60Johnson & Johnson received approval from China’s National Medical Products Administration for Icotyde, an oral psoriasis treatment developed with Protagonist Therapeutics. Icotyde is intended as a once-daily treatment…
- Icotyde China ApprovalImportance 38 · Surprise 60Johnson & Johnson received approval from China’s National Medical Products Administration for Icotyde, an oral psoriasis treatment developed with Protagonist Therapeutics. The once-daily pill is intended to treat…